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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+31.28%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$15.6B
AUM Growth
+$4.1B
Cap. Flow
+$1.5B
Cap. Flow %
9.58%
Top 10 Hldgs %
47.76%
Holding
442
New
80
Increased
104
Reduced
97
Closed
78

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$248M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$231M
3
MSFT icon
Microsoft
MSFT
+$229M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$189M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$164M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365M
2
TSM icon
TSMC
TSM
+$166M
3
LLY icon
Eli Lilly
LLY
+$126M
4
LRCX icon
Lam Research
LRCX
+$118M
5
SNDK
Sandisk
SNDK
+$72.8M

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.32%
2 Technology 33.74%
3 Healthcare 11.45%
4 Communication Services 6.95%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTSI icon
401
MACOM Technology Solutions
MTSI
$20.3B
– –
-375
Closed -$83.3K
MTZ icon
402
MasTec
MTZ
$19.4B
– –
-296
Closed -$95.2K
NFG icon
403
National Fuel Gas
NFG
$7.89B
– –
-474
Closed -$44.5K
NKE icon
404
Nike
NKE
$58.7B
– –
-12
Closed -$634
NSC icon
405
Norfolk Southern
NSC
$78.3B
– –
-194
Closed -$55.7K
NXT icon
406
Nextpower Inc. Common Stock
NXT
$13B
– –
-717
Closed -$86.4K
ONTO icon
407
Onto Innovation
ONTO
$16.6B
– –
-410
Closed -$84.1K
PG icon
408
Procter & Gamble
PG
$334B
– –
-721
Closed -$104K
PTC icon
409
PTC
PTC
$17.1B
– –
-374
Closed -$53.3K
RMD icon
410
ResMed
RMD
$34.7B
– –
-270
Closed -$60.6K
RRX icon
411
Regal Rexnord
RRX
$10.5B
– –
-321
Closed -$60.1K
RSP icon
412
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
– –
-1,900,000
Closed -$365M
SNPS icon
413
Synopsys
SNPS
$84.8B
– –
-409
Closed -$162K
SPGI icon
414
S&P Global
SPGI
$131B
– –
-124
Closed -$52.7K
STRL icon
415
Sterling Infrastructure
STRL
$14.4B
– –
-147
Closed -$59.9K
TER icon
416
Teradyne
TER
$55.5B
– –
-110,322
Closed -$32.7M
TKO icon
417
TKO Group
TKO
$13.5B
– –
-420
Closed -$84.7K
TSCO icon
418
Tractor Supply
TSCO
$18.1B
– –
-1,185
Closed -$53.7K
TWLO icon
419
Twilio
TWLO
$36.5B
– –
-730
Closed -$91.8K
TXN icon
420
Texas Instruments
TXN
$236B
– –
-159,127
Closed -$30.9M
TYL icon
421
Tyler Technologies
TYL
$15.5B
– –
-143
Closed -$49K
U icon
422
Unity
U
$19.1B
– –
-200
Closed -$4.39K
UBER icon
423
Uber
UBER
$161B
– –
-480,000
Closed -$34.5M
UNP icon
424
Union Pacific
UNP
$183B
– –
-241
Closed -$58.5K
UPS icon
425
United Parcel Service
UPS
$89.6B
– –
-569
Closed -$56K
14 15 16
17
18

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GF
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FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SP
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Impax Asset Management Group
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Migdal Insurance & Financial Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Migdal Insurance & Financial Holdings held 442 positions worth $15.6B, up 36% from $11.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.5B of net new capital in Q2 2026, opening 80 new positions and adding to 104 existing holdings. Its largest new stake was Advanced Micro Devices: 231,000 shares worth $134M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 38% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $166M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q2 2026 buy was Advanced Micro Devices: 231,000 shares worth $134M.
  • Migdal Insurance & Financial Holdings added most to Alphabet (Google) Class C in Q2 2026, an estimated $248M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2026 reduction was TSMC, cutting an estimated $166M.
  • Migdal Insurance & Financial Holdings fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $365M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $15.6B portfolio in Q2 2026.
  • Migdal Insurance & Financial Holdings opened 80 new positions and closed 78 in Q2 2026.
  • Migdal Insurance & Financial Holdings's portfolio value rose 36% quarter-over-quarter to $15.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.